TRIANGLE SECURITIES WEALTH MANAGEMENT
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BN | 155K | $6.26M |
 | BAC | 64K | $3.12M |
 | KKR | 58K | $5.40M |
 | XOM | 46K | $7.80M |
 | BX | 44K | $5.04M |
 | GOOG | 39K | $11.06M |
 | NEE | 37K | $3.42M |
 | WFC | 32K | $2.53M |
 | AAPL | 30K | $7.64M |
 | QXO | 29K | $569.30K |
 | DUK | 29K | $3.80M |
 | CTVA | 26K | $2.19M |
 | JPM | 23K | $6.91M |
 | LOW | 22K | $5.19M |
 | MSFT | 22K | $8.11M |
 | RTX | 21K | $4.01M |
 | EMR | 21K | $2.70M |
 | PEP | 20K | $3.14M |
 | TFC | 20K | $896.81K |
 | JNJ | 19K | $4.71M |
Brookfield Corporation
BN
Shares Held
155K
Value
$6.26M
Bank of America Corporation
BAC
Shares Held
64K
Value
$3.12M
KKR & Co. Inc.
KKR
Shares Held
58K
Value
$5.40M
Exxon Mobil Corporation
XOM
Shares Held
46K
Value
$7.80M
Blackstone Inc.
BX
Shares Held
44K
Value
$5.04M
Alphabet Inc.
GOOG
Shares Held
39K
Value
$11.06M
NextEra Energy, Inc.
NEE
Shares Held
37K
Value
$3.42M
Wells Fargo & Company
WFC
Shares Held
32K
Value
$2.53M
Apple Inc.
AAPL
Shares Held
30K
Value
$7.64M
QXO, Inc.
QXO
Shares Held
29K
Value
$569.30K
Duke Energy Corporation
DUK
Shares Held
29K
Value
$3.80M
Corteva, Inc.
CTVA
Shares Held
26K
Value
$2.19M
JPMorgan Chase & Co.
JPM
Shares Held
23K
Value
$6.91M
Lowe's Companies, Inc.
LOW
Shares Held
22K
Value
$5.19M
Microsoft Corporation
MSFT
Shares Held
22K
Value
$8.11M
RTX Corporation
RTX
Shares Held
21K
Value
$4.01M
Emerson Electric Co.
EMR
Shares Held
21K
Value
$2.70M
PepsiCo, Inc.
PEP
Shares Held
20K
Value
$3.14M
Truist Financial Corporation
TFC
Shares Held
20K
Value
$896.81K
Johnson & Johnson
JNJ
Shares Held
19K
Value
$4.71M